Lyons Wealth Management
Asset Manager SEC-registered adviser
Legal name: Lyons Wealth Management, LLC
Winter Park, FL Website
AUM
$109.1M
Regulatory AUM
Private funds
1
Hedge Fund 1
Private fund assets
$4.8M
Gross asset value
Employees
4
Last Form D raise
—
From SEC Form ADV filing (filed Apr 1, 2026). View on SEC
People
Owners and executive officers named on the firm's SEC Form ADV.
No people listed on the filing.
Funds(1)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Lyons Wealth Leverage Yield Fund Segregated Portfolio | Hedge Fund | $4.8M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 150581
- SEC file number
- 801-70437
Sources
- SEC Form ADV Oct 14, 2026